+869.7%
DEC vs VOO
+74.6%
+795.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.3% |
| 7D | +7.6% | +3.3% | +4.3% | +6.3% |
| 30D | -7.3% | -2.7% | -4.7% | -6.4% |
| 3M | -3.0% | -1.7% | -1.3% | -2.4% |
| 6M | -9.8% | +3.1% | -12.9% | -11.1% |
| YTD | +1.1% | +11.9% | -10.8% | -4.1% |
| 1Y | +1.4% | +12.1% | -10.6% | -3.8% |
| 3Y | +1,501.2% | +78.6% | +1,422.6% | +1,148.2% |
| 5Y | +869.7% | +73.8% | +795.9% | +677.4% |
| All | +869.7% | +74.6% | +795.1% | +677.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling